My Coal Stocks and Why I'm Not Worried About Uranium (Yet) | Matt Warder Interview

Matt Warder interview about coal, coal stocks, and a bit of uranium. VERY IMPORTANT WARNING:

NEITHER THE GUEST NOR THE COMPANIES MENTIONED HEREIN HAVE PAID FOR THE PRODUCTION OF THIS VIDEO.

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The host is not a licensed investment advisor. He is just another talking head on the internet. The host of this channel is an active investor in the junior mining space, so he likely owns, has owned, or will own shares of multiple companies mentioned/featured in this publication. He might have a business relationship with any number of the companies mentioned herein, although neither have paid for the production of this video. Still, always assume him biased, and consider that he might not know much more about investing than a potato does.

Timestamps
00:00 Intro
01:00 Why coal, why now?
06:25 Are coal power plants shutting down?
08:40 Do data centers matter for coal demand?
11:25 Does coal need data centers?
14:00 Does ESG matter to coal prices?
19:05 Will coal be $450 ever again?
24:15 When will coal prices rise again?
27:55 Are China & India a risk to the coal thesis?
30:32 Will coal demand in China be lower soon?
34:10 Will nuclear in China hurt coal demand?
36:15 Are coal logistics important?
41:20 What geopolitics matter most for coal demand?
47:30 Does Africa's coal demand matter?
49:18 Would Matt ever short coal?
57:10 What coal stocks does Matt like?
01:06:45 What's in Matt's coal portfolio?
01:11:40 Does coal trading work for Matt?
01:13:15 Why sell a newsletter instead of trade stocks?
01:18:30 Important takeaways
01:21:00 Outro

[sherylsauder]

When Matt talks coal, people listen. Thanks for the interview.

[thebelasarius]

Coal phase out won’t go as fast as people think. Always learn a new nugget of info from Mat

[bellavistadanes]

Appreciate this discussion… I found his personal allocations interesting and appreciated how candid he was.

[bmmd]

That was a really great interview! Did not miss a minute!. Thanks guys! Stay frosty!

[Shoveltime]

I disagree with all most all of matt's political opinions. However, I think Matt is very intelligent and knowledgeable. We are lucky to have him.

[TaKa-uqus]

thanks for this. I view anything Matt Warder and the questions were of high quality.

[Paydirt]

Great interview keep them coming, from Australia. I am a coal fan and have investments.

[robertlehr]

Impressive alternative source for useful financial information Antonio!!💪

[charalambosmichael]

Thanks for all the supporting slides you provided! Made it twice as valuable!

[martinuscolatius]

Great insights, this guy knows his stuff and very transparent 👍 better then monish prabais vague stories on AMR

[zsoltszopko]

Hi Antonio! One new Founding Member is here, from the Rule Classroom Plus! 😀

[jandejong]

The great advantage of coal is on site storage. It has that in common with nuclear. Last man standing..

[edwardhemberger]

Hello great show have invested big time with Corsa Coal Met your thoughts?? Thanks

[gibbogle]

Any opinion about Colonial Coal, Matt?
OK, I just heard your opinion. Promising, but speculative.

[guy]

I own and keep adding to a basket of COAL STOCKS. I sold out too early in the Covid pop, so don't plan on missing the next squeeze.

[gabrielcastillo]

I wonder if Matt spoke with Mohnish prior to his huge buy into the coal market.

[BoolgeedaDream]

The king of coal only has an 8% position?

Not sure what to make of this

[mark]

King of Coal only 8% allocation lol. That's very bearish

[williamgrice]

Does anyone know anything about the Indonesian coal cos that sell to India?

[gibbogle]

AI development is driven by the desire to target ads at consumers more effectively. Is this a national security issue?